Looking for a firm that understands SaaS?
With nearly two decades of experience, we've got you covered




We have worked with tech start-ups for nearly two decades.  We understand the industry and the unique challenges.  ​​

  • Fundraising support

  • Revenue recognition

  • Financial modeling

  • Equity compensation

  • Board / investor interface

Reporting &



Having access to timely and accurate information is critical in a SaaS environment.  We provide customized solutions to support all of your stakeholders.

  • Management dashboard and monthly financial package​

  • Board reporting

  • Investor reporting



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We use best-in-class, cloud-based applications because we believe in utilizing technology to drive efficiency and deliver a better experience for our clients.  In addition to the core accounting platform-tools listed below, we also use SaaS specific applications for things like Subscription and Billing  Management and Equity Tracking​.


As a startup company with no data or history, financial planning and forecasting was overwhelming. Tom was able to help me understand all of our options and enabled me to make the best decision for us. Milestone provides the services that start-up companies need. Not only will they help you get your accounting system set up and keep the books, but they provide the strategic guidance to help a founder plan for growth and raise capital. They are an invaluable trusted advisor.

Megan Lohman 

Founder & CEO - PlanForward

We came to Tom when we were just getting started and he helped us build a financial projection model to raise capital, consulted with us on a variety of strategic issues, and introduced us to other key partners that have been instrumental in our success.  As a start-up founder, I can tell you that Tom was a fantastic resource to us.  I would recommend Milestone without reservation.

Ben Forrest

Co-Founder & CEO - Olio Health

Our Technology Tools

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